Q3 2020 Holdings
Filed 2020-11-13 | 7 holdings | $510.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $130.1K | 623,146 | 25.5% |
| Wright Medical Group N V | ORD SHS | N96617118 | $107.4K | 3,517,867 | 21.0% |
| Tiffany & Co(TIFEUR) | COM | 886547108 | $86.4K | 745,700 | 16.9% |
| Grubhub Inc | COM | 400110102 | $82.9K | 1,136,205 | 16.2% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $37.1K | 215,850 | 7.3% |
| Livongo Health Inc(LVGO) | COM | 539183103 | $35.0K | 249,600 | 6.8% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $31.9K | 731,962 | 6.2% |